Navigating a Procurement Request
Once a procurement request has been created, every new line item, quote, and/or order will be automatically linked to the request. You can navigate across these various resources and continue to reference the original request information from any page.
The primary layout of the procurement request is outlined below.
The request number, status, and options menu can be found here
Navigation to linked resources can be done here
Assigning a request, adding/remove watchers, and assigning to Datum can be done here
Call to action item and next steps will always be located in the top right of each page
Reference the request summary, request files, and request activity tracker here. This information is directly linked to the original request details page
Send internal messages to your team here. All watchers will receive a notification of an unread message
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